See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,173 | $96,635-79.1% | $86,612-76.7% | $139,434-85.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 22.03% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,269 | $3,263-61.1% | $3,022-58.0% | $4,751-73.3% |
| Participant deferral / active EE | $3,553 | $4,836-26.5% | $4,438-19.9% | $6,710-47.1% |
| Admin fee / account holder | $24 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |